Viewing Loan/Collateral Details
Use the display-only Loan/Collateral Details screen to determine if a loan, collateral, or both are outstanding on the account.
To view RESP information
2. Select Loan/Collateral from the More... list. The Loan/Collateral Details dialog appears.
3. If you want to enter loan information, select the Loan check box and enter the information in the Loan section of the screen.
4. If you want to enter collateral information, select the Collateral check box and enter the information in the Collateral section of the screen.
5. Click Close to close the dialog.